Executive Benefits & Board of Director Services

Kaplan Partners is a retained executive search and talent advisory firm focused on community banks. The firm partners with Boards and CEOs to provide advice on the identification and assessment of new leaders, senior operating executives and Directors. Kaplan Partners has completed over sixty bank President/CEO/Succession assignments for clients in 15 states, as well as hundreds of C-Level executive search assignments for every executive role.

In addition to the firm's expertise in executive search and CEO succession, Kaplan Partners' Board Advisory Services assists Boards of Directors with the dynamics of Director Succession, Performance, Diversity and Recruitment. The firm also conducts confidential Management Assessments of leadership teams to assist clients with succession planning and executive development efforts. Kaplan partners also provides Interim Executive Services for the CEO, CFO, COO and CTO positions.

Kilpatrick Stockton LLP is a national law firm that specializes in the representation of commercial banks, savings institutions, and other types of financial services companies before the federal and state banking and regulatory agencies. Over the years, the firm's attorneys have advised clients on a wide variety of complex legal and regulatory issues in the rapidly changing financial services industry. In addition to providing general regulatory and corporate law advice to financial institutions, the firm counsels financial institutions on mergers and acquisitions, public and private offerings, including mutual to stock conversions and mutual holding company reorganizations, employee benefits and executive compensation, federal and state securities laws and federal tax laws.

Langan Financial Group is excited to partner with the PACB to help community banks effectively and efficiently run their group retirement plans, as well as attract and retain executives by implementing innovative compensation structures. Currently a third and fourth generation family-owned business, LFG focuses on prudent plan governance and limiting your fiduciary liabilities. More improtantly, our independent status combined with our process-driven - not product-driven - approach ensures that we put you and your employees' needs first.

Locke Lord LLP is a full-service, international law firm of approximately 750 lawyers working from 21 offices to meet clients’ needs around the World. With a combined history of more than 125 years and a greatly enhanced domestic and global footprint, Locke Lord is a worldwide leader in the middle market sector. Locke Lord advises clients across a broad spectrum of industries, including domestic and international banking and financial services institutions in corporate governance, transactional, SEC and bank regulatory and litigation-related matters.

At NFP, our solutions and expertise are matched only by our personal commitment to each client's goals. We're a leading insurance broker and consultant that provides executive benefits solutions and bank-owned life (BOLI) insurance consulting. We are a full service provider with the ability to offer plan consulting, financial analysis, plan record-keeping, asset administration and ongoing BOLI regulatory compliance. Our expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients' needs.

Founded by the Federal Home Loan Bank System in 1943, today Pentegra is the retirement plan provider of choice for community banks nationwide, with more than 1,200 bank retirement plans and over $13 billion in plan assets under management. Pentegra offers more than 75 years of industry knowledge and insights in developing bank retirement plan solutions designed to attract, retain and reward the talent needed to ensure your bank's success and drive more successful retirement plan outcomes for your employees.

*Bank Owned Life Insurance (BOLI) financing to help you implement a more cost-effective strategy to offset some or all of the expenses related to your retirmenet plan and other employee benefit programs

A Washington, DC-based law firm specializing in the representation of community banks. The firm's practice includes mutual to stock conversions, mutual holding company reorganizations, mergers/acquisitions, executive compensation and employee benefits and general regulatory and corporate practice.

Primary category: Attorney/Legal ProfessionAdditional categories:

Executive Benefits & Board of Director Services

Investment Banking & M/A

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Executive Search Services

Kaplan Partners is a retained executive search and talent advisory firm focused on community banks. The firm partners with Boards and CEOs to provide advice on the identification and assessment of new leaders, senior operating executives and Directors. Kaplan Partners has completed over sixty bank President/CEO/Succession assignments for clients in 15 states, as well as hundreds of C-Level executive search assignments for every executive role.

In addition to the firm's expertise in executive search and CEO succession, Kaplan Partners' Board Advisory Services assists Boards of Directors with the dynamics of Director Succession, Performance, Diversity and Recruitment. The firm also conducts confidential Management Assessments of leadership teams to assist clients with succession planning and executive development efforts. Kaplan partners also provides Interim Executive Services for the CEO, CFO, COO and CTO positions.

Mosteller & Associates is a regional full service human resource organization based in Reading, PA. The firm provides and supplements human resource solutions to a wide variety of clients, primarily in the eastern and central part of the state. The thrust and mission of the firm is to partner with organizations to improve performance through their most important resource - their employees.

Financial Services Provider

PennCFL is passionate about teaching young people solid financial management skills. Pennsylvania is one of the most rural states in the country because it's largely made up of small towns and rural communities. Many families here struggle to make ends meet, and our goal is to break that pattern by instilling a firm sense of financial competency and responsibility in the next generation.

Funding Solutions

Few financial firms can boast a history dating to the Civil War. Yet for over 150 years, FTN Financial has been dedicated to helping our customers achieve their fixed income goals. Whether you want to buy or sell securities, need help managing your balance sheet, or seek to limit interest rate risk, we can deliver the appropriate products and services, precisely tailored to your needs. We're confident you won't find a more responsive, customer-focused fixed income shop anywhere.

FTN Financial is an industry leader in fixed income sales, trading, and strategies for institutional customers in the US and abroad. We also provide investment services and balance sheet management solutions. With an average daily trading volume of $5+ billion, FTN transacts business with approximately 40% of all domestic depositories with portfolios over $100 million, and approximately 50% of all US banks with portfolios over $100 million.*

Chosen by more than 3,000 financial institutions nationwide, Promontory InterFinancial Network is the leading provider of FDIC-insured deposit placement services. The company offers unique services that bring banks and other institutions together in a way that allows each to benefit from The Power of ManyS"'. Promontory Network members can use Insured Cash Sweep, or ICS; CDARS; Bank Assetpoint; Residential Mortgage Network; IND; Yankee Sweep; and Promnet Repo to:
• Manage their balance sheets. Banks can seek opportunities to manage liquidity, buy or sell loans, reduce asset concentrations, grow deposits, lower interest rate risk, and diversify their wholesale funding sources.
• Expand customer relationships. With Insured Cash Sweep, CDARS, Bank Assetpoint, Residential Mortgage Network, Yankee Sweep, and Promnet Repo, banks can attract and retain high-value customers and expand their cross-selling potential.
• Reduce collateral requirements. With Insured Cash Sweep and CDARS, banks can free up funds previously invested in collateral for more profitable activities, increasing asset liquidity and reducing the burden of collateral management.
• Find smarter funding sources. With Insured Cash Sweep, CDARS, and IND, banks can purchase funding without ongoing collateralization or stock purchase requirements. Additionally, banks can use Insured Cash Sweep and CDARS to replace higher-cost funding choices (e.g., repurchase agreements, letters of credit, and collateralized deposits) and to attract new deposits in million-dollar increments with or without keeping funds on balance sheet.
• Supplement organic loan origination. Through Bank Assetpoint and Residential Mortgage Network, banks can purchase loans—on a one-off or a flow basis—in geographic areas and/or industries that match their target areas of expansion or existing expertise.

Visit promnetwork.com to find out how Promontory Interfinancial Network can help your bank to manage its balance sheet more profitably.

Limits, other terms, and conditions apply. Insured Cash Sweep, ICS, CDARS, IND, Bank Assetpoint, and Yankee Sweep are registered service marks, and Residential Mortgage Network and The Power of Many are service marks, of Promontory Interfinancial Network, LLC. The Promnet Repo service is provided by Assetpoint Financial, LLC, a wholly owned subsidiary of Promontory Interfinancial Network, LLC, and a member of FINRA and SIPC.

HR, Benefit & Retirement Consulting/Services

Kaplan Partners is a retained executive search and talent advisory firm focused on community banks. The firm partners with Boards and CEOs to provide advice on the identification and assessment of new leaders, senior operating executives and Directors. Kaplan Partners has completed over sixty bank President/CEO/Succession assignments for clients in 15 states, as well as hundreds of C-Level executive search assignments for every executive role.

In addition to the firm's expertise in executive search and CEO succession, Kaplan Partners' Board Advisory Services assists Boards of Directors with the dynamics of Director Succession, Performance, Diversity and Recruitment. The firm also conducts confidential Management Assessments of leadership teams to assist clients with succession planning and executive development efforts. Kaplan partners also provides Interim Executive Services for the CEO, CFO, COO and CTO positions.

Langan Financial Group is excited to partner with the PACB to help community banks effectively and efficiently run their group retirement plans, as well as attract and retain executives by implementing innovative compensation structures. Currently a third and fourth generation family-owned business, LFG focuses on prudent plan governance and limiting your fiduciary liabilities. More improtantly, our independent status combined with our process-driven - not product-driven - approach ensures that we put you and your employees' needs first.

Mosteller & Associates is a regional full service human resource organization based in Reading, PA. The firm provides and supplements human resource solutions to a wide variety of clients, primarily in the eastern and central part of the state. The thrust and mission of the firm is to partner with organizations to improve performance through their most important resource - their employees.

At NFP, our solutions and expertise are matched only by our personal commitment to each client's goals. We're a leading insurance broker and consultant that provides executive benefits solutions and bank-owned life (BOLI) insurance consulting. We are a full service provider with the ability to offer plan consulting, financial analysis, plan record-keeping, asset administration and ongoing BOLI regulatory compliance. Our expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients' needs.

Founded by the Federal Home Loan Bank System in 1943, today Pentegra is the retirement plan provider of choice for community banks nationwide, with more than 1,200 bank retirement plans and over $13 billion in plan assets under management. Pentegra offers more than 75 years of industry knowledge and insights in developing bank retirement plan solutions designed to attract, retain and reward the talent needed to ensure your bank's success and drive more successful retirement plan outcomes for your employees.

*Bank Owned Life Insurance (BOLI) financing to help you implement a more cost-effective strategy to offset some or all of the expenses related to your retirmenet plan and other employee benefit programs

With forty (40) years of proven performance, Williams HR Solutions is a management services firm providing human resource consulting to banking clients in Pennsylvania, Maryland, New Jersey and New York. We assist our clients in the areas of Wage and Salary Plan Development and Administration, Organization Planning and Design, Performance Measurement Systems and Training, Affirmative Action Plans Development, Personnel Policies and Practices, and Employment Procedures.